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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,265 | $227,566-96.8% | $189,558-96.2% | $167,518-95.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.5%-16.0pp | 82.1%-19.6pp |
| Annual return | 17.02% | 78.43%-61.4pp | 64.19%-47.2pp | 478.71%-461.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,481 | $7,002-78.9% | $6,174-76.0% | $6,342-76.7% |
| Admin fee / account holder | $28 | $11,881-99.8% | $9,809-99.7% | $12,312-99.8% |